Berry Wealth Group, LP
- SEC CIK
- 0002008410
- Latest filing
- Aug 12, 2026
O holding history
Realty Income Corp in every 13F filed by Berry Wealth Group, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
O overviewAll 13F holders of OFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −42,289−100.0% | Sold out | Holders |
| Q2 2025 | 42,289 | $2.44M | 1.7% | −968−2.2% | Reduced | Holders |
| Q1 2025 | 43,257 | $2.51M | 2.0% | −2,148−4.7% | Reduced | Holders |
| Q4 2024 | 45,405 | $2.43M | 1.7% | +4,745+11.7% | Added | Holders |
| Q3 2024 | 40,660 | $2.58M | 1.8% | +40,660 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −3,714−100.0% | Sold out | Holders |
| Q1 2024 | 3,714 | $200.9K | 0.2% | +3,714 | New | Holders |